Creating a Parts Receipt

How to Create a New Receipt

This article explains how to create a new payment receipt using the Receipt Book in the Parts module.

Navigation: Parts > Cashier > Receipt Book

Within the Receipt Book Screen:

1. Select [New] from the Action Ribbon.

Within the New Receipt:

2. Identify the customer using one of the following methods:

• Enter the Customer number in the first field.
• Type the customer name as Last Name, First Name in the second field.
• Click either magnifying glass icon to search using the Customer Search.
• Click the Customer hyperlink to create a new customer or vendor, or to add a one-time customer or vendor.

-or- Type in the name as Last Name, First Name in the second field.

-or- Click on either magnifying glass to search for a customer using the Customer Search.

-or- Click on the Customer hyperlink to create a new customer or vendor, or add a one-time customer or vendor.

3. Select [Add Payment] to open the payment entry fields.

4. Click the Payment Type dropdown and select a payment type for the receipt.

5. Input the dollar Amount of the payment type.

6. Input a Reference if the payment type selected is a Check or an EFT.

7. Input an Account number, if different from the payment type’s default account.

8. Enter a Control value if the selected account is a scheduled account.

9. Select [Save] in the Action Ribbon.

Note: To add multiple payment types to a single receipt, repeat steps 3–8 for each payment type before saving.